Use cases
The jobs that eat your week.
31 jobs small businesses hand over to Kaer: enquiries answered, quotes chased, diaries filled, invoices prepared. Each one says where it waits for you.
Pick your first job
Filter by the part of the business it belongs to.
Onboard a new client
Welcome email, contract and intake form out, details filed in the right folder, the job created in your tracker and the kick-off booked.
Waits for you: the welcome email and the contract.
Keep the customer record straight
Reads new enquiries, phone notes and email threads and updates the record, so the next person to reply is not starting from nothing.
Waits for you: nothing. It reads and reports.
Sort a folder of paperwork
Reads invoices, receipts and delivery notes, names each one the same way, files it and lists anything it could not identify.
Waits for you: nothing. It reads and reports.
Prepare the supplier order
Checks stock against the reorder points you set and drafts the order to each supplier.
Waits for you: every order email, before it is sent.
Answer a new enquiry the same morning
Checks your price list and past jobs for anything comparable, and drafts a reply that answers the actual question.
Waits for you: the reply.
Write the quote
Prices the job from your rate card, spells out the scope, attaches your terms and logs it as outstanding.
Waits for you: the quote email, with its price and scope.
Chase quotes nobody followed up
Finds quotes sent more than a week ago with no answer and drafts a short follow-up for each. Stops when someone replies.
Waits for you: each follow-up, unless you let routine ones go automatically.
Prepare for a meeting
Who they are, what they have bought, what is outstanding and what was said last time, on one page before the call.
Waits for you: nothing. It reads and reports.
Clear the inbox before you open it
Sorts overnight mail into what needs you, what it can answer and what needs filing, with the routine answers drafted in your tone.
Waits for you: every drafted reply.
Answer from your own policies
Reads your returns policy, warranty terms and past decisions first, so the customer gets the answer your business gives.
Waits for you: the reply.
Where is my order?
Looks the order up in your shop system, checks the courier and replies with a real date.
Waits for you: the reply, unless you let routine ones go automatically.
Flag the ones that matter
Spots the complaint, the cancellation risk and the enquiry that has waited too long, and puts them in front of you with the history attached.
Waits for you: nothing. It reads and reports.
Chase overdue invoices
Works the aged debt list from the top: a reminder at seven days, firmer at thirty, a note to you before anything harder.
Waits for you: every reminder email.
Raise invoices for finished work
Finds jobs marked done that have not been billed and prepares each invoice at the right rates for you to check.
Waits for you: the invoice email to the customer.
Match what has come in
Matches payments against outstanding invoices and gives you a short list of what did not match.
Waits for you: nothing. It reads and reports.
Month-end pack
The numbers your accountant asks for every month, in the same format each time, with anything unusual called out.
Waits for you: the pack, before it goes to your accountant.
Pay a supplier bill
Opens the supplier portal in its own browser, finds the invoice and gets the payment ready.
Waits for you: the payment.
Fill next week's diary
Works the list of customers due a visit, offers times that fit your hours and books the ones accepted.
Waits for you: the offers to customers, unless you let routine ones go automatically.
Cut the no-shows
Sends reminders the day before, handles the reschedules that come back and tells you what freed up.
Waits for you: the reminders, unless you let routine ones go automatically.
Rebook a cancelled slot
Offers the gap to whoever is on the waiting list or overdue a visit, in order, and confirms the first to accept.
Waits for you: the offer emails.
Check the market before you quote
Reads what comparable businesses charge and how they package it, and comes back with a summary and the sources.
Waits for you: nothing. It reads and reports.
Qualify a list of prospects
Fills in what is publicly known about each company and marks the ones it could not verify.
Waits for you: nothing to gather. Any outreach is an email you approve.
Find suppliers, tenders or grants
Searches for what matches your criteria, checks the deadlines and lists what each one asks for.
Waits for you: nothing. It reads and reports.
The Monday report
The same numbers from the same places every week, with a short note on what changed, before the meeting.
Waits for you: the email, until you let it go automatically.
Weekly checklist
Runs through the checks your industry requires, gathers the evidence and raises what failed.
Waits for you: the approval step, if you add one to the workflow.
Renewal watch
Watches contracts, insurance, certifications and subscriptions and warns you early enough to act.
Waits for you: nothing. It reads and reports.
Timesheets for payroll
Collects timesheets, chases the missing ones, checks them against the rota and puts the file together.
Waits for you: the chasers and the final file.
Replace a spreadsheet with a small app
Describe the tracker your team keeps re-making and get a working tool on a private preview address.
Waits for you: publishing. It goes live when you press publish.
Add a booking form to your website
Builds the form, connects it to your calendar and inbox, and tests the whole path in a preview first.
Waits for you: publishing.
Change an existing codebase
For teams that write software: reads the repository, makes the change and opens a pull request.
Waits for you: the merge. A person reviews the pull request.
Clear the maintenance backlog
Dependency bumps and tests for the untested module, done as pull requests rather than a sprint.
Waits for you: every pull request.
Questions
Does Kaer send or pay on its own?
What happens if I reject something?
Do we need to change tools?
Can a job run on a schedule?
Hand over the job you would least like to do this week.
Starting is free and needs no card.